Hello friends. I would like to know if we can apply a concept of project phases or subtasks to create a pipeline in erpnext.
Sorry if I am not clear hope an example would help.
Project name: Bake a cake
Phase 1- Get the ingredients
Task 1.1- Get flour
Task 1.2 - Get eggs
… etc
Phase 2- Mix the ingredients
Task 2.1- Mix
Phase 3 - Bake
Task 3.1 - Heat oven
Task 3.2 - Put mix in oven
Hi,
Project Name is -Bake a cake
Inside “Tasks"section
1.First create a task i.e task title is " Get the ingredients”
2.Second Task .i.e Mix the ingredients
3.third Task i.e Bake
save project form.
-Your Task get created automatically
-Go to “Task” doctype
-open first task.
-There is “Depends on” section .inside that you can enter your sub task i.e get flour,get eggs
like that…
you can do same for your next task.
2 Likes
Thank you for your answer. I have already testred this but it produces two problems.
First problem: Tasks without their dependencies met are shown in the list creating chaos.
Second: When I duplicate the project (so I can have project templates) the tasks are duplicated without their dependencies.